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Glass Jacobson Investment Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$327K Buy
+5,772
New +$350K 0.16% 159

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glass Jacobson Investment Advisors's FDIS Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2022: 5,772 shares worth $327K. The stake represents 0.16% of the portfolio and ranks #159 among its holdings.

148 funds tracked by Wall St. Rank hold FDIS as of Q4 2022.

  • Glass Jacobson Investment Advisors held 5,772 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $327K as of Q4 2022.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Glass Jacobson Investment Advisors position in Q4 2022.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.16% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #159 holding.
  • 148 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.